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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: Jon Koplik who wrote (33227)6/25/1999 3:07:00 PM
From: LJM  Read Replies (1) of 152472
 
I concur with your wisdom regarding MSFT. I have owned it since 92 and sold the day before the split. I put all the proceeds into QCOM and UNPH and could not be happier. I just could not swallow the Market Cap of MSFT any longer and I believe the multiple will contract over the next year. The only thing I wonder>>is what MSFT will do with all that CASH? That is the wild card which could make things interesting, but I decided to place my chips elsewhere.

LJM
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